Source Recruitment

Temporary Account Opening Support Administrator - 12 month contract

Financial Services

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Job type
Full-time
Contract type
Contract
Location
Office
Start date
Immediately
Salary
Not specified

The Position

This role sits within the Client Documentation Services team and offers a varied workload, with the primary focus on facilitating new account openings and processing document modifications.


The Responsibilities

Responsibilities for this role include reviewing new client accounts across a range of structures, including private individuals, trusts, partnerships and charities. You will also undertake data cleansing, support project work and assist with other ad hoc administrative tasks as required.



Experience / Qualifications / Education

The successful candidate will ideally have general banking experience, with knowledge of CDD and KYC requirements and an understanding of US FATCA. Strong literacy, numeracy and computer skills are essential, along with excellent attention to detail and the ability to work accurately and efficiently.


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